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Clearfield Capital Management’s TeraWulf WULF Stock Holding History

Clearfield Capital Management’s Portfolio WULF Stock Details WULF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$28.8M Buy
1,164,000
+664,000
+133% +$15.3M 20.17% 2
2026
Q1 		$7.21M Buy
500,000
+388,300
+348% +$5.76M 3.84% 12
2025
Q4 		$1.28M Buy
+111,700
New +$1.5M 0.58% 18

Other funds holding WULF

LPC
Lone Pine Capital Greenwich, Connecticut $16.4B AUM 99.7% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
VARA
Value Aligned Research Advisors Princeton, New Jersey $40.1B AUM 376.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
SM
Scoggin Management New York $935M AUM 301.8% 1-Year Est. Return

Clearfield Capital Management's WULF Position: Q2 2026 in Review

Clearfield Capital Management increased its TeraWulf (WULF) stake by 133% in Q2 2026, buying an estimated $15.3M and bringing the position to 1,164,000 shares worth $28.8M. The position accounts for 20.17% of the portfolio, ranked #2.

Clearfield Capital Management first reported a position in WULF in Q4 2025 and has held it in 3 quarters since. 502 funds tracked by Wall St. Rank hold WULF as of Q2 2026.

  • Clearfield Capital Management held 1,164,000 shares of TeraWulf worth $28.8M as of Q2 2026.
  • Clearfield Capital Management bought 664,000 TeraWulf shares in Q2 2026, an estimated $15.3M.
  • TeraWulf made up 20.17% of Clearfield Capital Management's portfolio in Q2 2026, its #2 holding.
  • Clearfield Capital Management first reported a position in TeraWulf in Q4 2025 and has held it in 3 quarters since.
  • 502 funds tracked by Wall St. Rank held TeraWulf as of Q2 2026.

Based on Clearfield Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.